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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

854 hedge funds and large institutions have $6.21B invested in Schwab US Broad Market ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 336 increasing their positions, 322 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
854
Holders Change
-14
Holders Change %
-1.61%
% of All Funds
14.77%
Holding in Top 10
102
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-8.11%
% of All Funds
1.76%
New
46
Increased
336
Reduced
322
Closed
49
Calls
$17.6M
Puts
$3.93M
Net Calls
+$13.7M
Net Calls Change
-$2.42M

Top Buyers

1
UBS AM
UBS AM
Illinois
$108M
2
FANJ
Financial Architects (New Jersey)
New Jersey
$22.1M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
$39.6M
4
HWA
HHM Wealth Advisors
Tennessee
$60.6M
5
PA
PFG Advisors
Arizona
$4.91M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.11B
2
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
AIP
Almanack Investment Partners
Pennsylvania
$0
4
BHB
Bank Hapoalim BM
Israel
$0
5
Creative Planning
Creative Planning
Kansas
$38.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
776
Manchester Capital Management
Vermont
$29K +$2.84K +204 +11%
CP
777
Castleview Partners
Texas
$29K +$12.4K +900 +75%
RIA
778
Realta Investment Advisors
Delaware
$28K +$28K +1,992 New
HR
779
Howe & Rusling
New York
$26K -$30.5K -2,181 -54%
NIC
780
Northwest Investment Counselors
Oregon
$26K – – –
FHA
781
First Horizon Advisors
Tennessee
$26K – – –
SC
782
Sierra Capital
Florida
$25K – – –
CPFP
783
Clear Perspectives Financial Planning
Ohio
$25K +$25K +1,791 New
FCAG
784
First Capital Advisors Group
New Jersey
$25K +$25K +1,797 New
CDIA
785
Capital Directions Investment Advisors
Georgia
$24K -$26K -1,734 Closed
WAM
786
Worth Asset Management
Texas
$24K – – –
TVWM
787
Tower View Wealth Management
Wisconsin
$24K +$85 +6 +0.4%
HWM
788
HighMark Wealth Management
Minnesota
$24K +$84 +6 +0.4%
MFA
789
McClarren Financial Advisors
Pennsylvania
$24K +$24K +1,767 New
MWA
790
Moser Wealth Advisors
Washington
$23K -$76.3K -5,367 -77%
RA
791
Resolute Advisors
California
$22K – – –
OFG
792
Oxford Financial Group
Indiana
$21K – – –
KFI
793
Key Financial Inc
Pennsylvania
$21K +$4.59K +333 +28%
CCM
794
Covington Capital Management
California
$20K – – –
WWM
795
Wolff Wiese Magana
California
$20K +$85 +6 +0.4%
GWM
796
Geneos Wealth Management
Colorado
$19K -$1.85K -138 -9%
BC
797
Burleson & Co
California
$19K – – –
HGERS
798
Householder Group Estate & Retirement Specialist
Arizona
$19K +$19K +1,371 New
MCA
799
Maryland Capital Advisors
Maryland
$18K -$647 -45 -3%
TWA
800
TCI Wealth Advisors
Arizona
$18K -$42 -3 -0.2%
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